Meet the teams
CEO AND FOUNDER
- Diploma in Financial Planning
- Certified Financial Planner
- Graduate Diploma of Financial Planning
Liam is a member of the Financial Planning Association.
Liam was brought up in the NSW Northern Beaches and enjoys running, being a dad and is ever hopeful of an improvement to his short game.
Partner & Senior Financial Planner
• Advanced Diploma of Financial Services (Financial Planning)
Associate Financial Planner with the AFA.
Leon grew up in Ballarat, Victoria. He enjoys running, flying his recreational aircraft and spending time with family.
Tim has been investing for over 20 years. With a large personal portfolio throughout Australia Tim has not only the academic knowledge of how real estate works but has personally lived and breathed the markets performance day in day over this time.
He has personally purchased over 30 properties, and has transacted in every entity and strategy possible, including past and current subdivisions & developments. Tim has developed insightful tools and a systematic planned approach to real estate that he has showcased by writing and conducting workshops & events throughout Australia.
• Licensed Real Estate Agent
• Diploma in Finance & Mortgage Broking
Tim is a member of the Mortgage & Finance Association of Association.
In his spare time, Tim loves to spend his time at his local beach in Freshwater with
his wife and kids and squeezing in the occasional game of golf.
- Qualified carpenter
- Licensed Builder
Away from work, apart from chasing a young family, Nick can be found in the ocean surfing or swimming. Nick is also passionate about developing his knowledge further in the real estate and construction sectors.
• B Commerce
• Chartered Accountant
• Tax Agent
Andrew is a Chartered Accountant and Tax Agent.
Andrew has lived in Sydney for over 20 years and was brought up on the Mid North Coast. Family is important to Andrew, spending time with his kids. He enjoys playing soccer with a good group of friends who have been a team for the past 10 years.
Partner & Mortgage Broker
With over 8 years of experience in the Finance Industry, 20 years Investing in Property & Business, and more than 30 years operating in the Aviation Industry as a Qantas Airline Pilot, Mark Small has a relatively interesting background compared to many other brokers in our network. Mark believes in helping people to achieve their finance goals, and gets them where they need to go – both in location and finance.
• Diploma in Financial Services (Finance & Mortgage Broking)
• Certificate 4 Financial Services (Finance & Mortgage Broking)
• Boeing 737 Captain
Mark is a member of the Mortgage & Finance Association of Australia. (MFAA)
Mark is married with 2 children. Mark is involved in the Curl Curl Long-boarders surfing club with his 14 year old son.
He loves to surf, travel & really enjoys spending time with the family around the Northern Beaches.
Clare has been in the finance industry for five years, with experience in both the bank lending and private lending sectors. She is confident in her ability to structure each loan application in a way that will most benefit the customer. Clare is diligent in keeping across bank policies and the legislative changes to the lending industry, and finding the customer a loan solution.
• Diploma of Finance and Mortgage Broking Management
• Bachelor of Communications (Public relations)
Clare is a member of the Mortgage & Finance Association of Australia (MFAA) and Women in Banking and Finance.
Clare was born and raised in the eastern suburbs of Sydney before making the move to the north shore. She is a keen long distance ocean swimmer and loves a run in the park with her two Great Danes.
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